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Informational Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Cy Financial Seminars

At Cy Financial, we hold monthly financial seminars for our clients, their friends and the greater community that features information on specific topics, such as retirement income strategies and wealth management. We strive to keep you up-to- date on issues that matter to you, your family and your financial well-being. We invite you to schedule a complimentary, one­ on-one meeting after you attend one of our seminars. Seating to our seminar is limited!  If you are married, Cy Financial urges you both to attend. Call 913.322.3500 now to reserve your spot.

OUR CALENDAR OF EVENTS

The Tailor Made Retirement™
Attend our complementary dinner event to hear ideas your current adviser may not be sharing with you and why getting a second opinion could be the most important financial decisions of your life. Seating to our seminar is limited! If you are married, Cy Financial urges you both to attend. Call 913.322.3500 or register online now to reserve your spot.


Register for a Seminar!

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Cy Financial Wealth Management are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Mike Cajthaml or Cy Financial is stated or implied.

“Advisor of the Year” is an annual award given by Senior Market Advisor magazine. Nominees must meet certain criteria relative to experience, sales volume, background check and community involvement. The winner is chosen by editors of Senior Market Advisor who are not clients of Mike Cajthaml or Cy Financial. The award is not representative of any one client’s experience and is not indicative of future performance.

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